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Empowering Individuals and Families to Achieve Their Financial Goals

The Hilton Head Area Council of Estate & Financial Advisors, Inc. is a prestigious organization that brings together established professionals from various fields, including certified public accountants, estate planning attorneys, financial services professionals, insurance agents, and trust officers, all dedicated to providing exceptional estate planning services to individuals and families in the Hilton Head area. Our members are committed to improving public literacy about legal and financial matters, and we offer a range of resources and services to help individuals make informed decisions about their financial futures.

Our Mission

Our mission is to provide a platform for estate planning professionals to collaborate, share knowledge, and provide exceptional services to their clients. We strive to promote public awareness of the importance of estate planning and to provide resources and guidance to help individuals and families achieve their financial goals.

Services

We offer a range of services to both the public and our members. For the public, we provide access to a variety of estate planning related topics, as well as a Speakers' Bureau featuring our members who are available to speak on a range of topics, including estate planning, retirement planning, and financial planning. Our Member Directory allows individuals to search for and connect with our members, who are experienced professionals in their respective fields. We also offer a College Scholarship program to support the next generation of estate planning professionals.

Benefits of Membership

For our members, we offer a range of benefits, including opportunities for professional development, networking, and collaboration. Our members are part of a prestigious organization that is affiliated with the National Association of Estate Planners & Councils, and they have the opportunity to earn the Accredited Estate Planner (AEP) designation. We also provide our members with access to exclusive resources, including educational events, webinars, and networking opportunities.

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